A look inside your membership
More than forms.
Your professional toolbox.
Explore the forms, worksheets, client handouts, practice management resources and training materials waiting inside the Tax Toolbox. Open a category to see the individual titles—because the details matter.
Choose a category below to explore the collectionTax ResolutionResolution agreements and professional preparation tools
Tax Preparation Tools
- Engagement Agreement - Tax Resolution
Estates & TrustsFiduciary and estate preparation resources
Tax Preparation Tools
- Engagement Agreement - Trust & Estate
- Processing Cover Sheet - Estates & Trusts
- Tax Interview Guide for Estates & Trusts
- New Client Document Request List - Trust/Estate
Tax Organizer DocumentsClient organizers, intake forms and interview guides
Tax Guidelines
- Tax Interview Guide
- Use Tax Worksheet Tax
- Interview Guide for Estates & Trusts
- Tax Interview Guide for S-Corps
Client Intake Forms
- Overtime Income Questionnaire
- Non-Cash Charitable Contributions
- Tax Planning Questionnaire
- Domicile Questionnaire
- Client Update Form
- New Client Document Request List - Individual
- New Client Document Request List - Trust/Estate
- New Client Document Request List - Business Entity
Business Forms
- Business Use of Home
- Car & Truck Expenses
- Car & Truck Dispositions
- Form 7202 Questionnaire
- Business Income & Expense Worksheet
- Schedule C or F - Not-for-Profit Worksheet
Preparer Tax AidsPractical reference forms and tax preparation aids
Forms
- Client Source Document Inventory
Business
- How to report 1099-NEC as employee
- Business Income & Expense Worksheet
- Business Use of Home
- Car & Truck Expenses
Charity
- Publication 1771 Charitable Contributions
Clergy
- Minister's Housing Allowance
- Methodists Housing Allowance
Preparer Tax WorksheetsBusiness, individual and specialized tax worksheets
Businesses
- Electronic Payment Authorization (e-file direct debit)
- Partnership Basis Worksheet
- Business Income & Expense Worksheet
- Business Use of Home
- Car & Truck Expenses
Individuals
- Extension Notice
- Extension Acknowledgment Agreement
- Electronic Payment Authorization (e-file direct debit)
- Community Property Allocation
Bookkeeping & Payroll
- Engagement Agreement - Bookkeeping
- Bookkeeping Assessment Questions
- Bookkeeping Pricing Guidelines
Clergy
- Clergy Housing Allowance - Renter
- Clergy Housing Allowance - Homeowner
- Clergy Housing Allowance - Pub 517 Example
Vehicles
- State Tax Refund Adjustment
- 2018 Vehicle Deemed Depreciation Recapture (& sample illustration)
- Car & Truck Expenses
- Car & Truck Dispositions
- Commuting Deduction Map
Property
- Rental Income & Expense Worksheet
- Car & Truck Expenses
- Business Use of Home
- Schedule E Rental - Not-for-Profit Worksheet
- 1099-NEC Filing Requirement for Rental Property Owners
- Real Estate Professional: Does the Taxpayer Qualify?
Miscellaneous
- Days between dates calculator
Clergy
- Minister's Housing Allowance
- Methodists Housing Allowance
Facebook Live ReplaysRecorded Facebook Live sessions and discussions
Facebook Live Replays
- 2019-2024
VideosTax updates, demonstrations and practice insights
Tax Updates
- Form 7202 (January 2021)
- Look Back for EITC & 7202 (January 2021)
- 7202 Due Diligence (January 2021)
Practice Management
- Cracking the code: 7 Secrets to Stress-Proof Your Practice
- CFS TaxTools Demo - workflows
Practice ManagementEngagement agreements, cover sheets and office tools
Miscellaneous Tools & Tips
- Daily Priority To Do List
- Estimated Tax Voucher envelopes
- Not Required to File Follow up letter
- Verification of Self-Employment
- Tax Organizer Envelopes
- Client Update Form
- Client Identification Documents
- New Client Document Request List - Individual
- New Client Document Request List - Trust/Estate
- New Client Document Request List - Business Entity
- Late Fees Client Letter - Individual Returns
- Late Fees Client Letter - Trust/Corporate Returns
Agreement & Waiver Forms
- Engagement Agreement - Individuals
- Engagement Agreement - Trust & Estate
- Engagement Agreement - Tax Planning
- Engagement Agreement - Trust Accounting
- Engagement Agreement - Tax Resolution
- Engagement Agreement - Consultation
- Engagement Agreement - Bookkeeping
- Cancellation Agreement
- Tax Planning Declination
- Extension Acknowledgment Agreement
- Hold Harmless Agreement - Confidentiality
- Hold Harmless Agreement - Mailing
- Hold Harmless Agreement - Mortgage Interest Deduction
- Payment Plan Agreement - Adobe Fill & Print
- Payment Plan Agreement - Editing Enabled
- 2021 Recovery Rebate Waiver - Word
- 2021 Recovery Rebate Waiver - pdf
- Declination to amend CA return for IRS assessment
- Disclaimer for divorced couples
- Marital Filing Status Election
- Statement of Physical Separation
- 2021 Child Tax Credit Payments Waiver - Word
- 2021 Child Tax Credit Payments Waiver - pdf
- Mid-Year Tax Law Changes Waiver - Word
Processing Cover Sheets
- Processing Cover Sheet - Individuals
- Processing Cover Sheet - Estates & Trusts
- Processing Cover Sheet - Business Entities
- Processing Cover Sheet - Extensions
Extension Toolkit
- Processing Cover Sheet - Extensions
- Extension Acknowledgment Agreement
- Extension Notice
Client HandoutsEducational resources and information for your clients
Home Office
- Home Office Deductions (PDF)
Home Owners
- Home Owner Tax Savings
- Record of Home Improvements
- Homeowner Records to Keep
- Understanding Home Improvements
- Southern CA Property Taxes
Personal
- Record Retention Schedule
- Recordkeeping Rules
- Non-Cash Charitable Contributions
IRS Information
- IRS Data Security Awareness Publication 4524
- Form 7202 Purpose & Use
- Beneficial Ownership Information
- Regular Tax vs AMT Explanation
Useful Information
- Tax Return Flowchart - Publisher
- Tax Return Flowchart - PowerPoint
Death of a Taxpayer
- What Happens to My Assets Upon Death
- A Death in the Family
- Common Questions about Tax Return at Death
- Death Triggered Tax Issues
Estate Tax
- What Do I Pay on my Inheritance?
- Estate Tax - How it works
- Estate-Trust How They Go Together
- Executor's Checklist
Miscellaneous Tools & Tips
- Table of Consanguinity
- Income vs Transfers
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